Virtual Tax Advisor – Expert 1040 Prep & Customer Support

Intuit, Inc.; Roseville (CA); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. in the United States is seeking a tax professional to assist TurboTax customers with federal and state returns, tax advice, and product inquiries. You will work remotely, delivering accurate tax guidance and exciting customer experiences.

You will leverage your tax knowledge, training, and compliant processes to resolve inquiries, complete returns, and ensure customer satisfaction. This role emphasizes communication, speed, and accuracy in a flexible, fast-paced environment.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Help TurboTax customers with tax return preparation, tax advice, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Document customer interactions and resolve inquiries per defined practices and policies.
• Meet company KPI metrics and participate in pilots and training as required.

Skills

Tax return prep

PTIN ownership

Tax software proficiency

Bilingual English/Spanish (a plus)

Strong communication

Tools

Tax preparation software

Job description

Intuit, Inc. in the United States is seeking a tax professional to assist TurboTax customers with federal and state returns, tax advice, and product inquiries. You will work remotely, delivering accurate tax guidance and exciting customer experiences.

You will leverage your tax knowledge, training, and compliant processes to resolve inquiries, complete returns, and ensure customer satisfaction. This role emphasizes communication, speed, and accuracy in a flexible, fast-paced environment.